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Salesforce Excel Connector – Things that You Must Know

Being a salesforce admin, you must be responsible when it comes to making salesforce data and also to maintain such data and extract it even so that such can be analyzed and also used by other people. For many years, so many Excel based tools have actually been made to help the Admins as well as the others do such tasks. Well, you may encounter the Admins who are not quite aware of such applications so it would be great that you review those that which are popularly used. Some older apps are not anymore supported and they are more dependent on the Microsoft standards but still such is worth mentioning.

If you are interested about using the excel connector, then you must know that such tool has been the first Excel tool which has been made to help the admins in maintaining their Salesforce data. This must be installed manually into Excel and this may work with the Office2010 or the Win10 system. However, this is not anymore maintained but for those VBA gurus, this is an open source product.

It comes with a basic interface allowing you to log into the Salesforce platform and make simple queries to download the data and such also allows you to mass create as well as edit and also delete records. This is limited to API 16 so this means that such doesn’t recognize the newer objects which are based on those newer versions of the API and this may only update the records in batches of 50.
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This can still use the Excel Connector to have a fast and simple data update because this may be much quicker as compared to extracting the data and also do the updates and then upload those data with the present data loader tools. Moreover, in extracting data, if the object has an Account or Contact column, then you can either see the actual Salesforce ID or the Name. When you are going to access Sandbox, then you can just click the Advanced button and you can then change its URL to test.salesforce.com.
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With this great tool, then you will be able to efficiently and readily manage such bulk-processing of the Salesforce records. You must know that the Excel SmartClient allows you to manage and maintain the Salesforce data in the Excel. With only a single click, then you may sync the data in either direction. You can also use such to download data in Excel by running the existing Salesforce reports or by the use of the built-in search filters to create queries on the fly and without the need to access Salesforce.